+43,271.5%
RMD vs LNT
+1,964.9%
+41,306.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | 0.0% |
| 7D | +2.1% | +1.0% | +1.0% | +1.6% |
| 30D | +2.1% | +9.6% | -7.5% | -1.9% |
| 3M | +6.2% | +5.4% | +0.8% | +3.7% |
| 6M | +19.4% | +3.1% | +16.3% | +17.4% |
| YTD | +0.5% | +16.5% | -15.9% | -6.4% |
| 1Y | -3.9% | +12.3% | -16.3% | -9.2% |
| 3Y | +72.5% | +70.3% | +2.2% | +35.1% |
| 5Y | -1.5% | +56.4% | -57.9% | -21.2% |
| 10Y | +345.8% | +184.3% | +161.5% | +177.1% |
| All | +43,271.5% | +1,964.9% | +41,306.5% | +13,312.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LNT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling